Real Estate Agency Set Up Snapshot
Snapshot OverviewThe Agency Snapshot is a comprehensive setup designed to streamline client onboarding, automate core processes, and give your agency a scalable foundation inside GoHighLevel. From lead management to payment workflows and customizable websites, this snapshot sets your agency up for growth from day one.
Why is Real Estate Agency Set Up Free?
When you sign up for HighLevel or upgrade your account using our affiliate link, GHL pays us. This lets us keep building new websites, templates, and automations for you—so you get the snapshot at no cost!
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What It Does
Builds a full SaaS-style agency structure inside your CRM
Automates lead generation, client onboarding, and payment handling
Offers customizable templates for funnels, websites, emails, and more
Tracks every stage of the client journey across sales and support pipelines
Key Features
Workflow Automation
50+ pre-built workflows across key categories:- Lead capture (keyword triggers, list reactivation, Messenger/SMS)
- Appointment booking, reminders, and follow-ups
- Payments, failed transactions, refunds, and cancellations
- Sales and onboarding pipeline automations
- Task reminders and internal operations
- GMB messages, compliance handling, and unsubscribe logic
Funnels & Sites
- Fully branded Agency SaaS Funnel as your main website
- Booking funnel for sales, onboarding, demo, and support calls
- Legal pages, abandoned cart, cancellation pages
- Multiple web design templates (modern or classic styles) ready to customize
CRM Pipeline Setup
- Sales Pipeline: Tracks every step from lead-in to closed or abandoned
- Onboarding & Support Pipeline: Handles trials, onboarding, billing status, and cancellations
- Tag-based automations keep contacts moving through each stage
Calendar System
- Includes 4 ready-to-use calendars:
- Demo
- Onboarding
- Sales
- Support
- Each calendar is configurable and can trigger specific workflows
Custom Values & Branding
- Pre-mapped custom values for URLs, branding colors, team names, and calendars
- Ensures your automations and templates are pre-filled and consistent
Why It Matters
Agencies using GHL can spend weeks setting up workflows, pages, and processes. This snapshot gives you a launch-ready system that’s fully integrated, customizable, and built for efficiency — saving time and helping you onboard clients faster.
Perfect For
New agencies launching on GoHighLevel
Existing agencies upgrading to a SaaS model
Teams looking to reduce manual tasks and improve follow-up
How to Get Real Estate Agency Set Up for Free
SIGN UP NOWSign Up for Free
Start by signing up for a 14-day free trial of GHL. This allows you to explore and set everything up without any immediate payment.
Get Set Up
During the trial period, take the time to set up everything you need before your first payment is due to HighLevel.
Receive the Snapshot
When you sign up for HighLevel we provide you with our snapshot for free to help you get started.